Daniel
Green

Morgan Stanley

CRD#2423085
Investment Advisor
in Orlando, FL
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About this Advisor

Daniel Green is a certified financial planner located in Orlando, Florida. Currently a registered financial advisor with Morgan Stanley, they have accumulated 11 years of work experience in the financial advisory industry. Green holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Green is registered to operate in Florida and Texas. During their career, the advisor has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is headquartered in Orlando, Florida, and has 702 additional locations in the country. In aggregate, Morgan Stanley oversees $735 billion in assets dispersed across 1,724,668 client accounts and retains more than 26,000 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 1,724,668 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

Windmere Financial Center 4705 South Apopka Vineland Road, Suite 202
Orlando, FL 32819

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

FL Average: $7,464,549,021
Total Number of Employees

26,000

FL Average: 88
Total Number of Accounts

1,724,668

FL Average: 3,892
Average Account Size

$426,340

FL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Daniel Green Work History

Daniel has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, N.A

2009 - Present (10 years)

Morgan Stanley Smith Barney LLC

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Daniel Green has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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